Vice President, Registered Representative

Bio

Paul A. Carl, Jr., Vice President, works with retirement plan sponsors and their valued employees to help establish and maintain paths toward a successful financial retirement. He actively draws on his Department of Labor regulatory and corporate retirement industry experience to apply a unique combination of ERISA and fiduciary expertise to Administration, Plan Design, Investments, Plan Costs, and Participant Education. Paul also consults on legislative matters concerning retirement and periodically presents on ERISA-related topics to plan sponsors, peer advisors, and other retirement service providers.

Areas of Expertise

Fiduciary Services
Plan Design Consulting
Plan Provider Due Diligence
Relationship Management

Community

  • St. Elizabeth Foundation Planned Giving Committee - Member
  • Diocese of Covington Investment Committee - Member
  • Holy Cross High School - Former School Board Member
  • DCCH Center for Children and Families - Former Board Member

Paul A. Carl Jr., CPFA

Favorite HORAN Fundamental
Make Quality Personal
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